Top 50 Arvest Bank Trust Division Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.63% | 227.6K | $140.4M | -1.85%(-4.29K) | $552.45(+21.31%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.87% | 1.30M | $126.4M | -2.46%(-32.88K) | $80.98(+27.76%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.18% | 145.8K | $95.3M | -3.74%(-5.66K) | $562.02(+33.72%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.68% | 1.34M | $86.1M | +12.96%(+154.18K) | $53.07(+32.95%) | 2026-03-31 | |
| WMT | WALMART INC | 3.99% | 590.6K | $73.4M | +30.30%(+137.36K) | $93.45(+41.74%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.7% | 274.8K | $68.1M | -2.74%(-7.74K) | $211.82(+34.29%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.76% | 78.0K | $50.8M | +0.08%(+65) | $559.08(+33.82%) | 2026-03-31 | |
| GEM | GOLDMAN SACHS ETF TR | 2.66% | 1.13M | $49.0M | -0.80%(-9.10K) | $33.89(+50.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.56% | 185.6K | $47.1M | +6.58%(+11.46K) | $221.23(+34.79%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 261.3K | $45.6M | +5.45%(+13.50K) | $128.92(+82.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.18% | +100.90% |
| Top 20 Holdings Unweighted | +27.84% | +108.93% |
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